1 to 25 of 55 Permanent Wealth Management Jobs

Analyst – Wealth Management Change & Transformation – London (Key skills: PMO, Portfolio Management Office, Wealth Management, Financial Services, Project Governance, Regulatory Change, JIRA, Confluence, RAID Management, Stakeholder Management, Agile, Waterfall, Excel, PowerPoint, PMO) Are you an experienced PMO Analyst who thrives in fast-paced, regulated … bringing structure, governance and control to complex change portfolios while working closely with senior stakeholders? This is an exciting opportunity to join a leading wealth management organisation undergoing significant business and technology transformation. Our client is investing heavily in strategic change initiatives, ranging from regulatory programmes and digital ...

improvement initiatives. Due to continued growth and a strong pipeline of opportunities, they are seeking a Sales Executive to drive new business across banking, wealth management and asset management clients, working closely with consulting, solution and sales teams. Responsibilities Generate new business opportunities across banking, wealth management and asset management clients. Build and manage a pipeline of qualified prospects through targeted business development, networking and industry engagement. Lead the full sales cycle from initial outreach through to proposal, negotiation and close. Work closely with consulting, solution and sales teams to identify client needs ...

Senior Manager - Investment Management & Wealth | AI & Data Architecture Location: London/Edinburgh (Hybrid)Salary: £95k + bonus + benefits We're partnering with a leading consultancy seeking a Senior Manager to join its Investment Management & Wealth Technology & Transformation practice, specialising in AI and Data Architecture. This … senior client-facing role focused on helping investment and wealth organisations modernise their data capabilities, design enterprise-scale architectures, and deliver complex transformation programmes across business and technology functions. Key Responsibilities * Lead the design and delivery of enterprise data strategies and AI-enabled transformation programmes* Define scalable data architecture ...

directly. Job Description What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client's business and technical needs, training … financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. Why this job is important to us The team you will be joining is a part of Charles River Development ...

recruiter directly. What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client's business and technical needs, training users … financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. Why this job is important to us The team you will be joining is a part of Charles River Development ...

Business Analyst (Wealth & Asset Management) – London (Hybrid) I’m currently partnering with a leading global business & technology consultancy to hire an experienced Business Analyst with a strong background in wealth and asset management and platform/system implementation. This is an exciting opportunity to work … large-scale transformation programmes within the investment management space, supporting the delivery of critical technology and operating model change. The Role As a Business Analyst, you’ll play a key role in delivering complex platform and system implementations for leading wealth and asset management clients. ...

Security Operations Engineer An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This … detection effectiveness, incident response performance, data protection posture, and compliance Own and support Microsoft Purview capabilities including Information Protection, Data Loss Prevention, Data Lifecycle Management, and Insider Risk Management. Support enterprise data governance frameworks, ensuring alignment with FCA, GDPR, and internal data governance standards Conduct regular risk assessments, threat ...

within large transformation programmes. Strong technology background covering applications, integration, data and infrastructure architecture. Experience integrating modern technologies with existing enterprise platforms. Knowledge of Wealth Management, Financial Services or similarly complex industries. Understanding of technology delivery lifecycles, including discovery, design, implementation and transition. Experience assessing current technology landscapes … design assurance and technical oversight. Experience leading teams or workstreams within large-scale programmes. Familiarity with both Agile and Waterfall delivery methodologies. Strong stakeholder management skills with the ability to influence business and technology leaders. Ability to evaluate solution options, build consensus and drive decision-making. Experience producing architecture ...

Power BI & Data Consultant 6 month FTC £60,000-£65,000 We're currently working with a highly regarded wealth management business that is looking to hire an experienced Data & Power BI Consultant on an initial 6-month fixed-term contract. This role will play a key part … required: Strong Power BI experience (DAX, Power Query, Data Modelling) Advanced SQL skills Data warehousing and business intelligence expertise Experience working within financial services, wealth management or investment environments Ability to engage with senior stakeholders and translate business requirements into reporting solutions Have investment, asset or wealth ...

Business Analyst Bristol | Hybrid Working | £50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change … Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working ...

Visit us at www.UST.com. Role Overview UST is seeking an exceptional Sales Director to drive net-new growth and market expansion within our Asset & Wealth Management Practice . This is a senior, high-impact role for a proven hunter who thrives in complex enterprise sales environments and consistently … approach to winning and delivering business. Required Experience & Skills 12-18+ years of experience in IT services/consulting sales within the Asset Management or Investment Management space (with experience of selling into asset/wealth management and investment management) Proven success selling complex ...

Hybrid working - 2 days per week in the office 6-Month Initial Contract £550–600/day via Umbrella We’re supporting a leading Wealth Management organisation in the search for an experienced Business Readiness Manager to support a major transformation programme. This role sits within the Business … project and transformation initiatives Drive stakeholder engagement across business and technical teams Develop and execute communications and engagement plans Support delivery through strong project management capability Ensure operational readiness and successful adoption of change Required Experience: Proven Business Readiness/Change Management experience Strong stakeholder management ...

roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed … them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and allowed … them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and allowed … them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and allowed … them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed … them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

Senior Business Analyst – Client Portal Integration & Digital Transformation Location: London About the Role Albany Beck is supporting a major wealth management organisation on a large-scale client portal integration and digital transformation programme following a recent acquisition. We are seeking an experienced Senior Business Analyst to help drive … platforms interact Translate technical concepts into business-friendly language and vice versa Support delivery teams by ensuring requirements align with technical implementation needs Stakeholder Management Build strong relationships across business, technology, product, and operations teams Work within a complex, matrixed environment undergoing significant transformation Support workshops, requirements sessions ...

Sr. Business Systems Analyst - Separately Managed Accounts Wealth Management Platform Institutional & Retail Full Trading Lifecycle Atlanta, GA (Midtown) 4 Days Onsite - Relocation available Flextime + Unlimited PTO $165,000 $180,000 The Role You'll sit at the intersection of investment operations and platform development for a wealth management platform serving institutional and retail clients across the full trading lifecycle - from construction and rebalancing through execution and reporting. What You'll Do Partner with Portfolio Managers and Financial Advisors to deliver new features and customizations across digital tools, client reporting, and automations Gather requirements, build user ...

opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for an Integration Manager who wishes to grow with us as a business and support our strong growth plans. This is a full-time … other MS applications Ability to analyse, cleanse and interpret complex data sets and communicate insights clearly. Experience in M&A integration, project management, BA role or similar Proven experience managing and developing a team. Comfortable working in fast-paced, changing environments. Benefits and Perks at AFH Flexible working & holidays ...

experienced Pre-Sales Technical Consultant to join a growing fintech environment and support the delivery of a leading cloud-native platform serving Asset Managers, Wealth Managers, Trustees, Insurance firms, and Asset Servicers. About the Role This is a high-impact, client-facing position where you will lead tailored product … sharing client feedback and insights What We’re Looking For 7+ years of experience in client-facing roles within financial services (e.g. Asset Management, Wealth Management, Fund Administration, Capital Markets) Proven experience demonstrating or implementing complex financial software Strong understanding of financial instruments, accounting, and investment operations ...

experienced Pre-Sales Technical Consultant to join a growing fintech environment and support the delivery of a leading cloud-native platform serving Asset Managers, Wealth Managers, Trustees, Insurance firms, and Asset Servicers. About the Role This is a high-impact, client-facing position where you will lead tailored product … sharing client feedback and insights What We’re Looking For 7+ years of experience in client-facing roles within financial services (e.g. Asset Management, Wealth Management, Fund Administration, Capital Markets) Proven experience demonstrating or implementing complex financial software Strong understanding of financial instruments, accounting, and investment operations ...

opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for an Integration Manager who wishes to grow with us as a business and support our strong growth plans. This is a full-time ...

/UX Product Designer Location: London/Hybrid Type: Full-time Department: Product & Technology Compensation: Competitive, depending on experience Artscapy is the award-winning wealth management company making art a liquid, bankable asset. Our Art Account is a first-of-its-kind digital platform helping 15k+ collectors manage … high-trust experiences across our platform, helping transform complex financial and art-market services into simple, seamless customer journeys. From collector onboarding and portfolio management to valuations, financing and liquidity services, you will play a key role in defining how collectors interact with Artscapy. This is not simply ...

Good understanding of data modelling, ETL/ELT, data quality, governance, and lineage. Experience working in financial services or another regulated environment. Desirable Experience Wealth management, investment management, pensions, banking, or insurance experience. Experience on data integration, migration, or acquisition-related programmes. Power BI exposure. Unity Catalog ...